Charles River Development
Front-Office Investment Trading Application Support / Fixed Income/Equities AVP
Charles River Development, Austin, Texas, us, 78716
Overview
Post Production Support Specialist / AVP - Investment Software Management - Charles River Development Join to apply for the Post Production Support Specialist / AVP - Investment Software Management - Charles River Development role at Charles River Development. What We Are Looking For
The Post Production Support Specialist (PPSS) supports customers post go-live of the Charles River Investment Management Solution (CRIMS) implementation. Their contributions include defining new client requirements, configuring and tuning the application to the client’s business and technical needs, training users, testing workflows and resolving issues. The Specialist will liaise with Charles River Technical Support and Product resources to troubleshoot application issues and determine the optimal configuration. The ideal candidate will have at least 3 to 5 years of hands-on experience gained in the financial industry working for a consultancy or software vendor. Experience leading the implementation or support of Front, Middle or Back Office Investment Management systems is highly valued. What You Will Be Responsible For
PPSS are expected to have strong industry knowledge across multiple asset classes. Additionally, PPSS team members are responsible for navigating the CRD/Alpha eco-system and establishing relationships with the various internal supporting teams. Analyze and evaluate requirements issues while providing product expertise and guidance throughout the post go-live journey. Educate customers on the methodologies and functionality provided by CRIMS. Advise on best practices regarding the implementation and operation of Charles River solutions and services. Evaluate customer requirements to identify potential enhancements to Charles River solutions and services. Document and communicate product improvements as part of customer-specific requirements or in response to trends in the marketplace. Responsible for maintaining a client issues list and status reporting. Train users on existing workflows. Gather requirements for new asset classes, security types and/or business line. Document requirements. Works with Professional Services team to assign dedicated resources to accomplish deliverables. Contribute to software quality by clearly communicating defects to Client Support and Product Management. Support the defect resolution process by providing clear descriptions of defects and validating the resulting fixes. Identify errors and mistakes in documentation and suggest corrections and improvements. What We Value
The Post Go Live Production Support Specialist is expected to have experience working on implementing or supporting Front, Middle or Back Office Investment Management systems. Minimum of 5 years of experience with the implementation and/or support of mission-critical financial solutions. Experience in the implementation and/or support of a financial system within a bank, hedge fund or asset manager, or wealth management firm is especially valuable. Hands-on experience implementing or supporting investment management software, preferably an order management and compliance system. Substantive in fixed income, equities and related financial instruments. Understanding of investment management or wealth management workflows, derivatives, and FX instruments. Technically savvy: understanding of multi-tier technical architectures and relational database structures, familiarity with SQL, FIX and reporting tools. A strong record of customer service. Must understand customer needs and build effective relationships. Ability to convey plans, issues and concerns to clients and team members clearly and concisely. Ability to influence key decision makers both internally and externally. Customer driven, works well in a team, and provides high quality service. Strong time management skills and ability to manage multiple projects in parallel. Strong problem solving/analytical skills. Education & Preferred Qualifications
Four (4) year degree in Finance, Mathematical Finance, Economics, Engineering, Computer Science, or similar. An advanced degree or CFA is a strong plus. 3 to 5+ years of experience. Travel as required by the customer. Additional Requirements
The ability to travel to client sites throughout the United States and Canada, and to work effectively when remote from clients. Travel of 30-50% is typical but may vary. About State Street
State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. We provide investment servicing, data & analytics, investments research & trading and investment management to institutional clients. We focus on work-life balance and professional development opportunities. Salary Range
$100,000 - $160,000 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. Job ID: R-777419
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Post Production Support Specialist / AVP - Investment Software Management - Charles River Development Join to apply for the Post Production Support Specialist / AVP - Investment Software Management - Charles River Development role at Charles River Development. What We Are Looking For
The Post Production Support Specialist (PPSS) supports customers post go-live of the Charles River Investment Management Solution (CRIMS) implementation. Their contributions include defining new client requirements, configuring and tuning the application to the client’s business and technical needs, training users, testing workflows and resolving issues. The Specialist will liaise with Charles River Technical Support and Product resources to troubleshoot application issues and determine the optimal configuration. The ideal candidate will have at least 3 to 5 years of hands-on experience gained in the financial industry working for a consultancy or software vendor. Experience leading the implementation or support of Front, Middle or Back Office Investment Management systems is highly valued. What You Will Be Responsible For
PPSS are expected to have strong industry knowledge across multiple asset classes. Additionally, PPSS team members are responsible for navigating the CRD/Alpha eco-system and establishing relationships with the various internal supporting teams. Analyze and evaluate requirements issues while providing product expertise and guidance throughout the post go-live journey. Educate customers on the methodologies and functionality provided by CRIMS. Advise on best practices regarding the implementation and operation of Charles River solutions and services. Evaluate customer requirements to identify potential enhancements to Charles River solutions and services. Document and communicate product improvements as part of customer-specific requirements or in response to trends in the marketplace. Responsible for maintaining a client issues list and status reporting. Train users on existing workflows. Gather requirements for new asset classes, security types and/or business line. Document requirements. Works with Professional Services team to assign dedicated resources to accomplish deliverables. Contribute to software quality by clearly communicating defects to Client Support and Product Management. Support the defect resolution process by providing clear descriptions of defects and validating the resulting fixes. Identify errors and mistakes in documentation and suggest corrections and improvements. What We Value
The Post Go Live Production Support Specialist is expected to have experience working on implementing or supporting Front, Middle or Back Office Investment Management systems. Minimum of 5 years of experience with the implementation and/or support of mission-critical financial solutions. Experience in the implementation and/or support of a financial system within a bank, hedge fund or asset manager, or wealth management firm is especially valuable. Hands-on experience implementing or supporting investment management software, preferably an order management and compliance system. Substantive in fixed income, equities and related financial instruments. Understanding of investment management or wealth management workflows, derivatives, and FX instruments. Technically savvy: understanding of multi-tier technical architectures and relational database structures, familiarity with SQL, FIX and reporting tools. A strong record of customer service. Must understand customer needs and build effective relationships. Ability to convey plans, issues and concerns to clients and team members clearly and concisely. Ability to influence key decision makers both internally and externally. Customer driven, works well in a team, and provides high quality service. Strong time management skills and ability to manage multiple projects in parallel. Strong problem solving/analytical skills. Education & Preferred Qualifications
Four (4) year degree in Finance, Mathematical Finance, Economics, Engineering, Computer Science, or similar. An advanced degree or CFA is a strong plus. 3 to 5+ years of experience. Travel as required by the customer. Additional Requirements
The ability to travel to client sites throughout the United States and Canada, and to work effectively when remote from clients. Travel of 30-50% is typical but may vary. About State Street
State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. We provide investment servicing, data & analytics, investments research & trading and investment management to institutional clients. We focus on work-life balance and professional development opportunities. Salary Range
$100,000 - $160,000 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. Job ID: R-777419
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